If you've heard the term "wealth management" and it sounds decidedly optimistic, then this article - and our bank - may be just what you need.
Whether you are just starting out, or starting over, the act of taking those first strides towards financial independence is as important as the direction. Sometimes, however, it's hard to know how and where. Enter our experienced financial planners, who are uniquely prepared to advise you on how to make sound decisions when investing, saving and spending.
Before you meet with our team, it's important to think about your financial objectives. Consider these questions:
Busey believes in a holistic approach, goal-based financial planning and outcome-based investment strategy. Combining these two approaches allows us to design a strategy that addresses tax implications, future planning and financial needs, while honoring life goals and commitments. Think of it as a “one-size-fits-one” approach. Hint: You’re the one. Contact us today or call 1.800.67 l Busey to develop a strategy.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision. You should discuss any tax or legal matters with the appropriate professional.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Busey Bank, Busey Wealth Management, and Busey Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.
This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Opinions are not necessarily those of Raymond James. The information has been obtained from sources conserved to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete.
Busey Investment Services
201 W. Main St.
Urbana, IL 61801